Institutional Investor · CIK 0001891201
MARYLAND CAPITAL ADVISORS INC.
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
1,051
Total Value
$301.54M
Total Shares
4.56M
Latest Filing
Jul 17, 2026
CIK
0001891201
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 1,373,167 | $71.97M | 0.3196% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 254,385 | $20.10M | 0.0386% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 54,228 | $20.07M | 0.0009% | SH | — | View | |
Dimensional - US Core…(DFAU) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 378,629 | $19.57M | 0.1592% | SH | — | View |
Dimensional - US Large…(DFLV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 363,491 | $14.37M | 0.2302% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 62,873 | $13.70M | 0.0054% | SH | — | View | |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-17 | 44,262 | $12.81M | 0.0003% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 226,507 | $12.24M | 0.0653% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 213,977 | $8.83M | 0.0535% | SH | — | View | |
iShares Core 1-5 Year…(ISTB) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 159,137 | $7.68M | 0.1512% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 149,261 | $7.21M | 0.3187% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 84,406 | $5.90M | 0.0417% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 125,110 | $5.34M | 0.2509% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 88,269 | $4.43M | 0.0062% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 42,562 | $4.35M | 0.0152% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 158,322 | $4.14M | 0.2452% | SH | — | View | |
Dimensional - US Small…(DFAS) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 49,964 | $4.11M | 0.0266% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 26,116 | $3.24M | 0.0024% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 69,091 | $3.10M | 0.0857% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 37,731 | $3.09M | 0.0146% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 42,318 | $3.02M | 0.0009% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 11,998 | $2.92M | 0.0043% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 46,962 | $2.24M | 0.0321% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 8,957 | $2.17M | 0.0029% | SH | — | View | |
Dimensional - US High…(DUHP) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 48,974 | $2.04M | 0.0164% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 6,728 | $2.04M | 0.0011% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 23,550 | $1.75M | 0.2172% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 17,685 | $1.71M | 0.0025% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 6,680 | $1.68M | 0.0067% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 14,386 | $1.63M | 0.0002% | SH | — | View |
Walmart Inc.(WMT.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 14,386 | $1.63M | 0.0002% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 8,054 | $1.61M | 0.0000% | SH | — | View |
iShares Core S&P U.S.…(IUSV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 13,073 | $1.44M | 0.0054% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 14,197 | $1.39M | 0.0072% | SH | — | View | |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 2,982 | $1.13M | 0.0001% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-17 | 2,062 | $1.03M | 0.0001% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 1,461 | $1.00M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 7,707 | $820.57K | 0.0072% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 3,002 | $710.44K | 0.0006% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 7,850 | $690.09K | 0.0020% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 4,650 | $680.81K | 0.0032% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 859 | $641.48K | 0.0001% | SH | — | View |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-17 | 3,859 | $639.67K | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 12,941 | $553.49K | 0.1146% | SH | — | View | |
iShares iBonds Dec 2026…(IBDR) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 21,808 | $528.41K | 0.0150% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 7,445 | $509.31K | 0.0016% | SH | — | View | |
State Street SPDR S&P…(EDIV) | Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 12,231 | $500.95K | 0.0417% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 5,952 | $493.06K | 0.0003% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 21,556 | $480.70K | 0.6002% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 7,911 | $472.21K | 0.0003% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 2,997 | $462.38K | 0.0033% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 1,096 | $408.83K | 0.0000% | SH | — | View |
| Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-17 | 1,442 | $390.02K | 0.0005% | SH | — | View | |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-17 | 2,732 | $373.52K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 6,714 | $369.34K | 0.0024% | SH | — | View | |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 1,448 | $367.75K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 13,428 | $362.69K | 0.1382% | SH | — | View | |
Intel Corporation(INL.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 2,510 | $350.47K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 476 | $334.79K | 0.0012% | SH | — | View | |
iShares MSCI ACWI ETF(ACWI) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 2,130 | $334.35K | 0.0010% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 2,028 | $333.81K | 0.0022% | SH | — | View | |
Merck & Co., Inc.(MRK) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 2,577 | $331.14K | 0.0001% | SH | — | View |
| Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-17 | 2,178 | $319.38K | 0.0001% | SH | — | View | |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-17 | 892 | $314.59K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 7,712 | $310.10K | 0.0030% | SH | — | View | |
| Technology | Software - Application | 2026-06-30 | 2026-07-17 | 1,325 | $296.73K | 0.0003% | SH | — | View | |
| Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-17 | 11,629 | $291.07K | 0.0811% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 1,950 | $289.20K | 0.0003% | SH | — | View | |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-17 | 863 | $282.49K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 6,792 | $276.03K | 0.0028% | SH | — | View | |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-17 | 946 | $266.03K | 0.0001% | SH | — | View | |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-17 | 946 | $266.03K | 0.0001% | SH | — | View | |
iShares iBonds Dec 2027…(IBDS) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 10,504 | $254.41K | 0.0067% | SH | — | View |
Amgen Inc.(4332.HK) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-17 | 698 | $252.76K | 0.0001% | SH | — | View |
Sysco Corporation(SYY) | Consumer Defensive | Food Distribution | 2026-06-30 | 2026-07-17 | 3,002 | $250.91K | 0.0006% | SH | — | View |
Norfolk Southern Corporation(NFS.DE) | Industrials | Railroads | 2026-06-30 | 2026-07-17 | 790 | $248.53K | 0.0004% | SH | — | View |
| Consumer Defensive | Packaged Foods | 2026-06-30 | 2026-07-17 | 4,885 | $246.30K | 0.0018% | SH | — | View | |
AbbVie Inc.(4AB.DU) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 963 | $242.33K | 0.0001% | SH | — | View |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 963 | $242.33K | 0.0001% | SH | — | View |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-17 | 2,044 | $240.09K | 0.0001% | SH | — | View |
BlackRock, Inc.(BLK) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 238 | $228.85K | 0.0002% | SH | — | View |
GE Aerospace(GE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 606 | $226.48K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 2,526 | $217.59K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 6,141 | $194.73K | 0.0002% | SH | — | View | |
W.W. Grainger, Inc.(GWW) | Industrials | Industrial - Distribution | 2026-06-30 | 2026-07-17 | 139 | $189.10K | 0.0003% | SH | — | View |
Texas Instruments Incorporated(TII.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 627 | $186.89K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 1,744 | $181.17K | 0.0002% | SH | — | View | |
GE Vernova Inc.(GEV) | Utilities | Renewable Utilities | 2026-06-30 | 2026-07-17 | 154 | $180.93K | 0.0001% | SH | — | View |
Marvell Technology, Inc.(MRVL) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 586 | $174.56K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 3,472 | $173.74K | 0.0063% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 1,772 | $153.14K | 0.0004% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 1,216 | $145.34K | 0.0001% | SH | — | View | |
Targa Resources Corp.(TRGP) | Energy | Oil & Gas Midstream | 2026-06-30 | 2026-07-17 | 525 | $140.78K | 0.0002% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 248 | $139.70K | 0.0000% | SH | — | View |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-17 | 480 | $129.75K | 0.0001% | SH | — | View |
Walt Disney Company(WDP.DE) | Technology | Media & Entertainment | 2026-06-30 | 2026-07-17 | 1,220 | $117.42K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 341 | $117.27K | 0.0002% | SH | — | View | |
iShares Core U.S. REIT…(USRT) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 1,736 | $115.36K | 0.0027% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 898 | $114.77K | 0.0002% | SH | — | View | |
| Consumer Cyclical | Travel Lodging | 2026-06-30 | 2026-07-17 | 1,004 | $110.71K | 0.0022% | SH | — | View |
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